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SEI Investments

563 hedge funds and large institutions have $8.09B invested in SEI Investments in 2025 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 184 increasing their positions, 197 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

31% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 80

11% more capital invested

Capital invested by funds: $7.27B → $8.09B (+$824M)

3% more funds holding

Funds holding: 546563 (+17)

7% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 197

1.46% less ownership

Funds ownership: 73.8%72.35% (-1.5%)

Holders
563
Holders Change
+17
Holders Change %
+3.11%
% of All Funds
7.41%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
105
Increased
184
Reduced
197
Closed
80
Calls
$5.11M
Puts
Net Calls
+$5.11M
Net Calls Change
+$1.34M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
401
Meeder Advisory Services
Ohio
$260K -$2.66K -33 -1%
LWL
402
Leo Wealth LLC
Texas
$259K +$8.38K +104 +4%
DS
403
DRW Securities
Illinois
$258K +$232K +2,875 New
JWCA
404
J.W. Cole Advisors
Florida
$256K +$230K +2,851 New
AFW
405
Avantra Family Wealth
Pennsylvania
$256K
SC
406
Syon Capital
California
$255K +$229K +2,840 New
CW
407
CreativeOne Wealth
Kansas
$255K -$106K -1,313 -32%
S
408
SignatureFD
Georgia
$253K +$4.43K +55 +2%
IWA
409
Icon Wealth Advisors
Texas
$252K +$32.6K +405 +17%
ECM
410
Everence Capital Management
Indiana
$245K +$220K +2,730 New
FFM
411
Forum Financial Management
Illinois
$241K +$161 +2 +0.1%
AA
412
Apriem Advisors
California
$238K +$213K +2,648 New
TA
413
TrueWealth Advisors
Alabama
$237K
HH
414
Hilltop Holdings
Texas
$233K -$15.1K -187 -7%
P
415
Pitcairn
Pennsylvania
$229K -$53.2K -660 -21%
CL
416
Choreo LLC
Illinois
$225K +$201K +2,500 New
DWT
417
Dorsey & Whitney Trust
South Dakota
$224K +$201K +2,497 New
JWCA
418
J.W. Coons Advisors
Ohio
$218K +$196K +2,430 New
SRL
419
Scientech Research LLC
New Jersey
$216K +$193K +2,399 New
QCM
420
QRG Capital Management
Illinois
$211K +$189K +2,349 New
Koshinski Asset Management
421
Koshinski Asset Management
Illinois
$211K +$189K +2,346 New
EWA
422
EP Wealth Advisors
California
$210K +$188K +2,336 New
HAG
423
HighPoint Advisor Group
Illinois
$208K +$186K +2,313 New
TRCT
424
Tower Research Capital (TRC)
New York
$207K -$200K -2,478 -52%
PFWA
425
Paces Ferry Wealth Advisors
Georgia
$207K +$185K +2,300 New

SEIC Hedge Fund Activity: Q2 2025 in Review

563 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in SEI Investments (SEIC) for Q2 2025, worth a combined $8.09B — up 11% from $7.27B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new SEIC positions and 80 closed out — a net gain of 25 holders — while 184 added to existing stakes and 197 trimmed.

The largest buyer was Lord, Abbett & Co, adding an estimated $65.8M. The largest seller was BlackRock, cutting an estimated $175M.

  • 563 institutional investors held SEI Investments (SEIC) as of Q2 2025, up from 546 in Q1 2025.
  • Funds reported $8.09B of SEI Investments stock for Q2 2025, up 11% quarter-over-quarter.
  • 105 funds opened new SEI Investments positions in Q2 2025 and 80 closed out, a net change of +25 holders.
  • The largest SEI Investments buyer in Q2 2025 was Lord, Abbett & Co, an estimated $65.8M added.
  • The largest SEI Investments seller in Q2 2025 was BlackRock, an estimated $175M sold.

Based on aggregated 13F filings for Q2 2025.